UCITS fund information



THB U.S. Mid-Cap UCITS Fund

The THB U.S. Opportunities UCITS Fund (the “Fund”) has an investment strategy focused on U.S. mid-cap equities. The Fund utilizes a proprietary multi-factor quality assessment to review new opportunities, including management quality, financial strength, industry position and environmental, social and governance (“ESG”) factors. Thomson Horstman & Bryant, Inc. (“THB”) tracks carbon intensity, estimates portfolio revenue exposure to both positive and negative factors and continuously reviews company ESG ratings. THB is a signatory of the Principles for Responsible Investment and the Montreal Carbon Pledge.

Founded in 1982, THB is a boutique investment firm specializing in long-only micro, small and mid-cap U.S. equity strategies. THB has approximately $850 million in assets under management in the U.S. and Australia. With a team of four portfolio managers, THB’s investment philosophy is based on a disciplined, yet active approach, using qualitative and quantitative strategies resulting in efficient diversification. Headquartered in Norwalk, CT, THB is 100% employee-owned.

Class NameKIIDISIN CodeBloomberg Ticker
Class I (EUR) Accumulation THB Mid Class I EUR IE00BG21M956
Class I (GBP) Accumulation THB Mid Class I GBP IE00BG21MB74
Class I (USD) Accumulation THB Mid Class I USD IE00BG21MC81